Give practice staff the Provide Support option in Partner Edition
If you're the Principal, give your practice staff the Provide Support option so clients can ask your staff questions from within Xero.
About Provide Support
When clients click the Ask my adviser link in the help menu or on the business performance dashboard, they can compose and send a query to your staff member without leaving Xero. Queries go to the email address the staff member uses for logging in to Xero.
The message is sent to all users who have Provide Support permission for the organisation, so if more than one staff member has the Provide Support option for a client, they'll all receive the client's query.
The email is sent from Xero's messaging service email (email@example.com). Staff members need to reply to the clients own email address when answering the query.
Give practice staff the Provide Support option
From the header, click the list icon , then select My Xero.
- Click the Staff tab.
- Click the staff member's name.
Next to Has Access To, click the [number] organisations link.
For the client organisation:
- Select the Adviser role.
- Select the Provide Support checkbox.
- Click Save.